AUMdb

Magnate Advisory Services, Llc

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 283056 · SEC file 801-118616 · Louisville, KY · WWW.MAGNATEWEALTH.COM
☆ Save with Pro ADV data as of Mar 30, 2026
Regulatory AUM
$314M
Discretionary
$304M
Clients
1,576
Avg AUM / client
$199K
Accounts
2,229
Employees
7

AUM over time

$117M $314M
Dec 2019 Dec 2025

Annual snapshots from Form ADV filings · as of Mar 30, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 1,505 $189M 60.1%
High net worth individuals 67 $115M 36.8%
Pension and profit sharing plans 4 $9.9M 3.15%

People (7)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Brent Allen Gorter Senior Partner Feb 2016 (11y) 50% – 75%
James Curry Nicholson Managing Partner/Chief Compliance Officer CFP Feb 2016 (11y) 50% – 75%
Valerie M. Downs Registered representative May 2017 (9y)
Thomas William Hagedorn Registered representative CFP May 2017 (9y)
Zachary Frantz Registered representative Oct 2024 (2y)
John Sterling Denham Registered representative Jan 2025 (2y)
Brenton E Ditto Registered representative Jan 2026 (1y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/30/2026 1.11 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Hourly charges
  • Fixed fees

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Portfolio management for businesses/institutional clients
  • Pension consulting services
  • Educational seminars/workshops
  • Other services

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.

View current Form ADV (SEC/IAPD) ↗